iShares S&P MidCap 400 Index shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $247k | 4.0k | 62.32 |
| 2024-06-30 | $309k | 5.3k | 58.52 |
| 2024-03-31 | $320k | 5.3k | 60.74 |
| 2023-12-31 | $292k | 1.1k | 277.15 |
| 2023-09-30 | $263k | 1.1k | 249.35 |
| 2023-06-30 | $276k | 1.1k | 261.48 |
| 2023-03-31 | $264k | 1.1k | 250.16 |
| 2022-12-31 | $255k | 1.1k | 241.89 |
| 2022-09-30 | $231k | 1.1k | 218.96 |
| 2022-06-30 | $239k | 1.1k | 226.54 |
| 2021-09-30 | $278k | 1.1k | 263.51 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning